Hedge Fund Beta Stays Flat Amid Debt Ceiling Complancey

Recognizing the likelihood of near term volatility due to the debt imbroglio, JPMorgan Chase & Co (NYSE:JPM) analysts Thomas J Lee, Joseph Abboud and Katherine C Khor nevertheless remain cautiously bullish and project the S&P 500 (INDEXSP:.INX) to scale 1,775 by the end of the year.

U.S. default – probably unlikely…

An interesting viewpoint: Stripped to the essentials the political logjam in Washington is really just . . .

Yesterday Pershing Square Capital Management held a lengthy conference call on its 168-slide deck on Automatic Data Processing (ADP) – the first time it has explained its investment thesis... read more

This is part two of a four-part interview with Philippe Desurmont Chief Investment Officer and Portfolio Manager of SMA Gestion. The interview is part of ValueWalk’s Value Fund Interview Series.
Throughout... read more

Monitoring Morningstar fund flows, a Credit Suisse research piece notes increasing volatility where, on a year over year basis, healthcare has benefited while value might be found in industrials,... read more

Notes from Leon Cooperman's keynote presentation from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19.
See the full notes here.
Q1 hedge fund letters, conference,... read more

J.C. Penney Company, Inc. (NYSE:JCP) disclosed late Thursday that the Securities and Exchange Commission has requested information on its liquidity, cash position and debt and equity financing.
The SEC is... read more

US Fed Rate Hike Will Test Emerging Markets by Dan Steinbock by Dan Steinbock, Difference Group
In the multipolar world economy, the Fed’s unilateral actions contribute to
diminishing global growth prospects.
The... read more

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